Converting a Lead to an Event

Video Tip - Go to the 4:35 mark in the video below for how to convert a Lead into a new Event.

To Convert a Lead to an Event:

  1. Click on "Leads" in the main navigation bar.
  2. Find the appropriate Lead and click on it to open the Lead Dashboard.
  3. Click on the "Book Event" button at the top of the Lead Dashboard. You will be asked to identify the type of Event as well as the type of attendee management you wish to use for the Event - Collect RSVPs or Sell Tickets/Registrations (learn more about these options).
  4. Once you click "Book Now", a new Event will be opened in the "Events" area and all the information from the Lead will be ported into the new Event. You will be taken to the new Event's Dashboard.
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